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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $289,832 | $103,393+180.3% | $87,103+232.7% | $152,909+89.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 24.64% | 28.10%-3.5pp | 28.19%-3.6pp | 345.46%-320.8pp |
| Employer contribution / active EE | $5,258 | $3,221+63.2% | $2,521+108.5% | $4,764+10.4% |
| Participant deferral / active EE | $17,199 | $4,778+259.9% | $4,049+324.8% | $5,851+193.9% |
| Admin fee / account holder | $271 | $12,195-97.8% | $7,491-96.4% | $11,601-97.7% |